金吾财讯 | 汇丰环球研究表示，预计香港住宅价格2024年下半年趋于稳定，2025年升5%，扭转自2022年以来的下跌趋势。尽管房价今年以来累跌7%，但近三周见温和上升。该行指，10月的楼市交易量录得良好增长，新盘的推出销售强势，主要受益于香港本地买家及投资者回归。而减息、利好政策促进楼市的恢复，预计有积极的财富效应。该行看好新鸿基地产(00016)，认为新地是可以从恢复中获益的关键公司之一。由于豪宅的恢复，预计嘉里建设(00683)盈利较好。长实集团(01113)由于销售额及股息预期低，最终可能会让投资者惊讶。三者均予“买入”评级，
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